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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $98,240-100.0% | $82,312-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 79.7%-79.7pp | 76.9%-76.9pp | 82.8%-82.8pp |
| Annual return | 4.38% | 30.85%-26.5pp | 25.88%-21.5pp | 578.59%-574.2pp |
| Employer contribution / active EE | $3,889 | $3,192+21.8% | $2,428+60.1% | $4,876-20.3% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |